Professional services
Your expertise, not your admin. Your people, back on client work.
Claude connects the tools your firm already uses, so proposals, onboarding and billing take less of your team's time.
Trusted by consulting, advisory and agency teams
AI as the connective tissue.
- Your systems
Email, CRM, time, billing, documents
- Claude
Connected to your existing tools
- Coordinated action
Updates, drafts, flags, next steps
Your people spend valuable time connecting the dots.
We use AI as the connective tissue between your systems.
Claudeconnects themThree places disconnected systems cost you most.
Business development and proposals
Prospect research, proposals and follow-up come together faster.
Client onboarding and delivery
Intake, notes and deliverables move without retyping.
Billing and back office
Time, invoices and reports stay in sync.
One workflow first.
With access controls and approvals built around your business.
- 01
Pick one workflow
Where admin costs your people client time.
- 02
Build and test
Connect Claude to your tools.
- 03
Train your people
Review and approve with confidence.
- 04
Support and evolve
We keep it current.
What we can build at each stage.
Most engagements begin with one focused use case and expand as the results compound.
Business Development & Proposals
Win more of the work you want.
- Prospect and account research
- Proposal and SOW drafting from past work
- Warm-path outreach built on shared backgrounds
- Follow-up drafts
- Pipeline updates in your CRM
Client Onboarding
Start every engagement the same way.
- Intake form and document processing
- Kickoff briefs
- Engagement setup checklists
- Information request emails
- Status updates for the team
Delivery & Knowledge
Put your firm's expertise to work faster.
- Search across past engagements and templates
- Meeting notes turned into action items
- First drafts of reports and memos
- Research summaries
- Quality checks against your standards
Time, Billing & Back Office
Bill faster, with fewer errors.
- Time entry cleanup
- Invoice drafting and review
- Invoice reconciliation
- Collections follow-up
- Utilization and margin reporting
Marketing & Client Growth
Stay visible with the people who hire you.
- Thought leadership drafts from your own work
- Relationship expansion campaigns
- Referral and alumni mapping
- Client-specific content
- Newsletter and social calendars
A CPA down the hall for Benchmark Human Capital.
An advisory AI where accuracy comes first, plus the business strategy to take it to market.
Accuracy first
tax advisory AI tested side by side against competing tools on realistic scenarios
A library of tax strategies and a resolution guide, but no tool professionals could trust as a reference.
A tax advisory AI that references the US tax code directly, grounded in Benchmark's own strategies and offered behind a login.
Expertise as a product
Turns a firm's knowledge library into a tool its professionals and customers can use.
Relationship expansion at Huron
Outreach that connects people with prospects who share real backgrounds, so contacts become known names.
Pipeline for Edify
A referral-only firm gained lead generation, content and outreach. Edify has since grown to 60 full-time employees.
The Endurance Group was instrumental in helping me create an AI that knows the US tax code inside and out, providing an invaluable reference tool for tax professionals. They also offered insightful business advice on how to scale our AI solution effectively.
What our clients say.
Consulting, advisory and agency leaders trust The Endurance Group to build AI and pipeline that deliver measurable results.
By connecting with prospects who you share backgrounds with, you are able to develop authentic connections and become a known entity.
Our work with The Endurance Group has been instrumental in gaining valuable insights about our market space and establishing connections with the right individuals and organizations, ultimately leading to new long-term client relationships.
TEG has helped us create a high-powered, unique and time-saving tool for our health and medical clients worldwide. With HealthPost Genius, practices can create a month's worth of compliant social media posts in minutes.
Find the hours that could go back to client work.
We listen to you and your team, understand your work, and estimate where Claude could free time, avoid costs or create value.